Working With Your Team Just Got Easier in FreshBooks

December 15, 2017

Team permissions in FreshBooks makes teamwork a breeze.

FreshBooks has been built exclusively for small-business owners and their teams to drive seamless collaboration and boost productivity.

Here’s how FreshBooks Can Help You and Your Team

Time Tracking Your Team will Actually Use

Tracking time can be a drag. But with the FreshBooks mobile app and the Chrome browser extension, your team can effortlessly track time wherever they are. FreshBooks’ time tracking also integrates with popular apps for teams like Asana, Basecamp and Trello.

Team Insights at a Glance

When your team tracks time in FreshBooks, you can easily review their timesheets to make sure every billable hour is captured and ensure your projects are coming in on budget.

working with your team

Everything in One Place

Tired of jumping between different apps? Instead, have your team track their time in FreshBooks – you’ll be able to transform logged time into an invoice with just a few clicks. Your team can even log individual expenses so that your numbers won’t get mixed up and tax time will become a cinch.

Getting Started: Invite Your Team

To kick off seamless collaboration, invite your team to join your FreshBooks account.

Step 1: Login to your FreshBooks and hit the Settings drop-down menu, then select the ‘My Team’ page.

working with your team

Step 2: Hit the green ‘Invite’ button in the top right-hand corner, and then select the appropriate roles.

Step 3: You trust your team but that doesn’t mean you want them to see everything in your account. That’s where team permissions comes in, when inviting your team to join you in FreshBooks, you’ll need to decide what they have access to:

  • Business Partner: They get full access to your FreshBooks account and can see everything you can see. The only exception is that they can’t remove you from the account.
  • Contractor: They can track time and expenses for assigned projects and can send you invoices, but you have no control over their FreshBooks account and no ability to adjust their timesheets.
  • Basic Employee: They can track time and expenses for projects that are assigned to them, and can only see their own data.

working with your team

It doesn’t stop there. We know that one size doesn’t fit all which is why more team permissions options are coming soon.

Inviting team members will cost you $10 per user each month, and like you, they get access to FreshBooks’ award-winning Support Team plus the latest features. Inviting Contractors to join you has no additional cost. Questions? Shoot over an email or give us a call at 1-866-303-6061.

about the author

FreshBooks is the #1 accounting software in the cloud designed to make billing painless for small businesses and their teams. Today, over 10 million small businesses use FreshBooks to effortlessly send professional looking invoices, organize expenses and track their billable time.